Atlas Legacy Advisors, LLC: 13F holdings
CIK 20541112026Q2
| Positions | 213 |
|---|
| Reported value | $677.5m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 213 (+18 vs prior quarter) |
|---|
| Reported value | $677.5m (+23.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IYW ISHARES TR | 246,172 | $61.8m | 9.1% |
| VOO VANGUARD INDEX FDS | 63,587 | $43.7m | 6.4% |
| IVV ISHARES TR | 53,317 | $39.9m | 5.9% |
| QQQM INVESCO EXCH TRADED FD TR II | 89,343 | $27.1m | 4.0% |
| EEM ISHARES TR | 387,507 | $26.5m | 3.9% |
| RWL INVESCO EXCH TRADED FD TR II | 201,381 | $25.7m | 3.8% |
| VGT VANGUARD WORLD FD | 147,000 | $17.7m | 2.6% |
| AAPL APPLE INC | 61,151 | $17.2m | 2.5% |
| IWR ISHARES TR | 149,304 | $16.4m | 2.4% |
| IEFA ISHARES TR | 128,198 | $12.4m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054111")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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